Apply for an ITIN
A structured review of your tax reason, Form W-7, identity documents, and the federal tax return or exception documentation connected to the application.
TAX EXPERTS, INC.IRS Certifying Acceptance Agent · ITIN Help
Get help identifying the correct tax reason, preparing Form W-7, reviewing supporting documents, and coordinating the related tax return or IRS exception documentation.
TAX EXPERTS, INC. is an independent private tax preparation company and is not affiliated with or endorsed by the IRS or any government agency. We are authorized by the IRS as a Certifying Acceptance Agent. ITIN applications are reviewed and decided solely by the IRS. Government forms are available free at IRS.gov.
Start with the tax reason
The IRS requires a valid federal tax purpose, the correct Form W-7 reason, acceptable identification, and—usually—a federal income tax return. We review how those pieces fit together before the package is submitted.
ITIN services for individuals and families
A structured review of your tax reason, Form W-7, identity documents, and the federal tax return or exception documentation connected to the application.
We review whether renewal is needed, identify the affected family members, and organize the W-7 and supporting documents for submission.
Individual review for spouses and dependents, including the documentation rules that apply to the applicant and the claimed tax benefit.
When a tax return is required, the application and return are prepared as one coordinated filing rather than two disconnected tasks.
Why work with a CAA?
We identify the W-7 reason, determine whether a tax return or an exception may apply, and provide a tailored checklist.
As a Certifying Acceptance Agent, we may authenticate qualifying identity documents when permitted by the IRS, subject to the rules for each applicant.
We organize Form W-7, the Certificate of Accuracy when applicable, and the related tax filing or exception documents into one submission package.
A CAA must possess the original identification documents or certified copies from the issuing agency during the required interview when authenticating them. Authentication rules differ for certain documents and dependent applicants.
A clear ITIN process
Tell us why the ITIN is needed and who is applying. We identify the likely W-7 path and confirm the scope.
You receive a case-specific checklist for identity, foreign status, tax filing, and any applicable exception.
We complete the required CAA interview and document review, then prepare the W-7 package and associated tax work.
The organized package is sent to the IRS. We explain expected next steps and help interpret correspondence connected to the engagement.
ITIN questions
An Individual Taxpayer Identification Number is a federal tax-processing number issued by the IRS to certain people who need a U.S. taxpayer identification number but are not eligible for a Social Security number.
A CAA may authenticate qualifying identification documents under IRS rules and submit a Certificate of Accuracy with Form W-7. Different rules apply to some documents and to dependent applications, so each case must be reviewed individually.
The initial discussion and preparation may often begin remotely. IRS rules require the CAA to conduct an interview and possess the original documents or certified copies from the issuing agency when authentication is performed. We will explain the secure document process for your case.
Usually, Form W-7 is submitted with a valid federal income tax return. Limited IRS exceptions exist and require specific supporting documentation. We first identify the tax reason that applies to you.
No. An ITIN is for federal tax purposes. It does not authorize employment, change immigration status, or make someone eligible for a Social Security number.
No. The IRS decides every application. We provide careful preparation, document review, CAA services when applicable, and clear communication—but no ethical provider can guarantee approval or processing time.
Ready to begin?
Schedule a confidential eligibility review in English, Portuguese, or Spanish. We will identify the likely filing path and documents needed for your situation.
Request ITIN Service InformationDo not send passports, ITINs, tax returns, or other sensitive documents through ordinary email or the public contact form. A secure method will be provided when needed.